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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,998 | $217,432-97.2% | $185,851-96.8% | $167,553-96.4% |
| Participation rate | 82.4% | 86.1%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 11.45% | 148.43%-137.0pp | 122.11%-110.7pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,266 | $5,874-78.5% | $5,168-75.5% | $4,840-73.8% |
| Participant deferral / active EE | $1,396 | $6,357-78.0% | $5,569-74.9% | $6,343-78.0% |
| Admin fee / account holder | $380 | $19,820-98.1% | $16,245-97.7% | $12,316-96.9% |